Factors in Planning
One very important aspect of planning for the future is to take time
to consider your overall financial and estate plans. Many people never
get around to making a will or other estate plan, for example, and
that's a real shame because so many good things can come out of the
planning process -- not the least of which is your own peace of mind.
If you are ready to consider making or reviewing your estate plan,
consider using the four "P's" as a simple guide. Before going to visit
your attorney and/or other professional advisor, take time to list
In our lives, each of us was encouraged by someone—other than our parents—who broadened our horizons and brought a little magic into our lives. At Big Brothers Big Sisters you can do the same for a child.t
PEOPLE: Who are all the people in your life who depend on
you or whom you might want to remember in your plans? Spouse, children,
grandchildren, other relatives, friends and loved ones come to mind.
PROPERTY: What are the various properties you own that together
make up your estate? List real estate, insurance, annuities, mortgages
held, automobiles, furniture, etc. Make a note of the cost of each,
the estimated current value and any income or debt involved.
PLANS: How would you like to match your properties to the
people you have listed? Be sure to include any plans you have to remember
your charitable interests, such as Big Brothers Big Sisters of Tampa
PLANNERS: Who are the people you will need to talk with to
complete your plan? Remember to list your attorney, insurance agent,
broker, trust officer, certified financial planner and perhaps others.
Once you have been through this process, you are ready to put it
all together. We at Big Brothers Big Sisters of Tampa Bay would be
most honored to be a part of your future plans. If you would like
more informationPlanning a Gift to Big Brothers Big Sisters of Tampa Bay, or if we can help in any way, please feel
free to call or e-mail
De Anna Sheffield Ward at (813) 769-3604. Thank you for your consideration
of Big Brothers Big Sisters of Tampa Bay.
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Text written by Robert F. Sharpe, Sr. and reprinted
with permission from The College of William and Mary National Planned
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Please note, individual financial
circumstances will vary. The information on this site does not
constitute legal or tax advice. Donor stories and photographs
are for purposes of illustration only. As with all tax and estate
planning, please consult your attorney or estate specialist.
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webmaster. Revised: January 12, 2013 12:52.